Core Viewpoint - Li Ka-shing's recent business decision to sell his port empire to BlackRock for $22.8 billion has been perceived as a significant miscalculation, leading to backlash from both the U.S. and China, indicating a shift in the business landscape where political alignment is crucial [1][3][35] Group 1: Business Decision and Market Reaction - Li Ka-shing's sale involves 43 international ports across 23 countries, which are critical to global shipping and trade, particularly for China [3][5] - The timing of the sale coincides with heightened tensions in U.S.-China relations, leading to severe repercussions from China, including a rapid response from regulatory bodies [7][9] - Following the announcement, companies like COSCO Shipping and China Merchants Port halted cooperation with Li's ports, resulting in a 45% drop in cargo volume for his logistics operations [9][12] Group 2: Shift in Business Landscape - The era of "capital without borders" that benefited Li Ka-shing is ending, as geopolitical factors now heavily influence business decisions [12][26] - Control over critical infrastructure is increasingly viewed as a national security issue, making it essential for businesses to align with national interests [14][28] - The contrasting paths of Huawei and Li Ka-shing illustrate the importance of technological innovation and national loyalty in today's business environment [18][22] Group 3: Warnings for Future Entrepreneurs - The failure of Li Ka-shing serves as a warning that political alignment will be a necessary aspect of business survival moving forward [26][28] - Core technology and innovation are becoming more critical than capital manipulation in determining a company's fate [28][31] - The concept of "capital with a homeland" is emerging as a more viable strategy compared to "capital without borders," emphasizing the need for businesses to have national support [33][35]
李嘉诚被夹在中间,中美两头不讨好,终于玩不转了!
Sou Hu Cai Jing·2025-07-25 04:49